Virtus Investment Partners (VRTS) Invested Capital (2010 - 2026)
Virtus Investment Partners' (VRTS) quarterly Invested Capital came in at $1.4 billion in Q2 2026, up 20.84% on a YoY basis from $1.1 billion in Q2 2025, and up 0.54% quarter-over-quarter from $1.4 billion in Q1 2026.
Analysis
Virtus Investment Partners (VRTS) Invested Capital (2010 - 2026) Analysis & Trends
Virtus Investment Partners (VRTS) has reported Invested Capital for 17 consecutive years, with $1.4 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Invested Capital rose 20.84% year-over-year to $1.4 billion; the trailing twelve-month figure through Jun 2026 stood at $1.4 billion (up 20.84% YoY), and the FY2025 full-year result was $1.3 billion, up 16.85% from the prior year.
- Invested Capital climbed to $1.4 billion in Q2 2026 per VRTS's latest filing, from $1.4 billion in the prior quarter.
- Across five years, Invested Capital topped out at $1.4 billion in Q2 2026 and bottomed at $1.0 billion in Q2 2022.
- Historically, Invested Capital has averaged $1.2 billion across 5 years, with a median of $1.1 billion in 2024.
- The sharpest annual moves came in 2024 and 2026: Invested Capital declined 2.71% in 2024, then climbed 20.84% in 2026.
- Over 5 years, Invested Capital stood at $1.1 billion in 2022, then rose by 4.06% to $1.1 billion in 2023, then increased by 1.08% to $1.1 billion in 2024, then gained by 16.85% to $1.3 billion in 2025, then gained by 3.03% to $1.4 billion in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $1.4 billion, $1.4 billion, and $1.3 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 173.88 Bn | 160.24 Bn | - | 78.46 Bn |
| 2 | Spdr Gold Trust | 143.21 Bn | -414.80 Bn | - | - |
| 3 | World Gold Trust | 30.03 Bn | -73.04 Bn | - | - |
| 4 | Ishares Gold Trust | 27.84 Bn | -32.27 Bn | - | - |
| 5 | Principal Financial | 25.04 Bn | -27.21 Bn | 1.91 Bn | 16.53 Bn |
| 6 | iShares Silver Trust | 23.18 Bn | -5.03 Bn | - | - |
| 7 | Franklin Resources | 17.63 Bn | 15.39 Bn | - | 15.32 Bn |
| 8 | Invesco | 14.60 Bn | 14.32 Bn | 1.79 Bn | 14.73 Bn |
| 9 | Affiliated Managers | 9.57 Bn | 10.05 Bn | - | 11.32 Bn |
| 10 | Virtus Investment Partners | 1.06 Bn | 1.08 Bn | 169.16 Mn | 1.36 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.36 Bn |
| Mar 31, 2026 | 1.36 Bn |
| Dec 31, 2025 | 1.32 Bn |
| Sep 30, 2025 | 1.31 Bn |
| Jun 30, 2025 | 1.13 Bn |
| Mar 31, 2025 | 1.13 Bn |
| Dec 31, 2024 | 1.13 Bn |
| Sep 30, 2024 | 1.13 Bn |
| Jun 30, 2024 | 1.12 Bn |
| Mar 31, 2024 | 1.13 Bn |
| Dec 31, 2023 | 1.12 Bn |
| Sep 30, 2023 | 1.14 Bn |
| Jun 30, 2023 | 1.15 Bn |
| Mar 31, 2023 | 1.10 Bn |
| Dec 31, 2022 | 1.08 Bn |
| Sep 30, 2022 | 1.06 Bn |
| Jun 30, 2022 | 1.05 Bn |
| Mar 31, 2022 | 1.09 Bn |
| Dec 31, 2021 | 1.10 Bn |
| Sep 30, 2021 | 1.09 Bn |